Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.25%
3 year
20.03%
5 year
11.22%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
13.37%
Sharpe
1.40
Sortino
2.41
Max drawdown
-28.05%
Best month
17.46%
Worst month
-18.91%
Beta vs VTIAX
0.98
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.